• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)

Formerly Sundaram Fin Services Opp Instl DS

Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)

EquitySectoral / Thematic - Bfsi

Top Ranked

25.9818

NAV (Sep 27)

10.9%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - bfsi mutual funds.However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 590 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.9818

NAV (Sep 27)

Fund Returns

Last 1Y

-1.1%

Last 3Y

11.7%

Last 5Y

10.9%

Last 10Y

13%

Since Inception

12.1%

6 Month CAGR

7.2%

Scheme Information

Investment Objective

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Expense Ratio

2.62

Launched (14y ago)

Jun 10, 2008

AUM in Crores

589.767

ISIN

Lock-in

No Lock-in

Benchmark

IISL Nifty Financial Services TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-09-27

Top Stock Holdings

icici bank ltd

19.8%
19.8%

hdfc bank ltd

19%
19%

state bank of india

9.6%
9.6%

axis bank ltd

8%
8%

treps

6.4%
6.4%
See all holdings

Allocation by Sector

financial services

92.9%
92.9%
See all sectors

Compare Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,015 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    8.3%

    11.9%

    10.8%

    10.5%

    13.3%

    11.3%

    7.2%

    10.3%

    13%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) Review

    Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 12.1% over a period of 14 years. The fund was previously known as Sundaram Fin Services Opp Instl DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.

    Nav of Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) as of 9/27/2022 is ₹25.98 with the total AUM as of 9/29/2022 is ₹589.767. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) was launched on Jun 10, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Financial Services TR INR.

    Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is rated as a 4 fund in Equity and delivered -1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)?

    Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)?

    You can invest in Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)?

    The minimum sip amount for Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) good to invest in?

    As per Scripbox experts, Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is a Top Ranked fund. You can investSundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A)?

    The expense ratio of the Sundaram Financial Services Opportunities Fund Institutional Transfer ion (PIDCW-A) is 2.62% for regular plan.